How is Haven different from other services like Betterment and Wealthfront?

How is Haven different from other services like Betterment and Wealthfront?

Written by Caleb Marshack Updated over a week ago

Other companies like Betterment and Wealthfront only look at parts of your financial situation, and they leave it up to you to learn the rules and figure out how much to save and invest each month. Even if you've set up automatic transfers into investments every month, chances are you're leaving money on the table that could compound into a significant amount over time.

Haven uses advanced AI to analyze your spending and income and dynamically determine how much to move into your savings and investments.

Haven is a discretionary, fiduciary, wealth manager. In plain English, that means Haven will act in your best interest (fiduciary) to provide advice on what to do with your money (wealth manager), and will also take actions for you (discretionary). Since all your accounts are in one place, Haven has a holistic picture of your financial situation.